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Bristol-Myers Squibb

2,218 hedge funds and large institutions have $113B invested in Bristol-Myers Squibb in 2019 Q4 according to their latest regulatory filings, with 492 funds opening new positions, 1,219 increasing their positions, 390 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

763% more first-time investments, than exits

New positions opened: 492 | Existing positions closed: 57

213% more repeat investments, than reductions

Existing positions increased: 1,219 | Existing positions reduced: 390

121% more funds holding in top 10

Funds holding in top 10: 48106 (+58)

63% more capital invested

Capital invested by funds: $69.6B → $113B (+$43.5B)

22% more funds holding

Funds holding: 1,8142,218 (+404)

8.53% less ownership

Funds ownership: 83.94%75.42% (-8.5%)

62% less call options, than puts

Call options by funds: $1.84B | Put options by funds: $4.81B

Holders
2,218
Holders Change
+404
Holders Change %
+22.27%
% of All Funds
43.7%
Holding in Top 10
106
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+120.83%
% of All Funds
2.09%
New
492
Increased
1,219
Reduced
390
Closed
57
Calls
$1.84B
Puts
$4.81B
Net Calls
-$2.97B
Net Calls Change
-$2.93B
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1301
Penobscot Investment Management
Massachusetts
$973K +$29.8K +520 +4%
BWM
1302
Buckley Wealth Management
Nevada
$969K +$246K +4,287 +40%
EMG
1303
Ellington Management Group
Connecticut
$969K +$510K +8,900 +144%
AMIM
1304
Aull & Monroe Investment Management
Alabama
$967K +$25K +436 +3%
CCM
1305
Cohen Capital Management
California
$965K +$2.29K +40 +0.3%
LFM
1306
Lumina Fund Management
New York
$963K
HTHT
1307
Hemenway Trust Hemenway Trust
New Hampshire
$962K +$858K +14,990 New
WPC
1308
White Pine Capital
Minnesota
$957K -$155K -2,712 -15%
FP
1309
Factorial Partners
New York
$956K +$853K +14,900 New
SC
1310
Saybrook Capital
North Carolina
$954K
AB
1311
Atlas Brown
Kentucky
$948K +$281K +4,903 +50%
OCPWS
1312
One Charles Private Wealth Services
Massachusetts
$946K +$845K +14,750 New
HH
1313
Hilltop Holdings
Texas
$944K +$111K +1,944 +15%
NSAM
1314
North Star Asset Management
Wisconsin
$942K +$171K +2,992 +26%
VCP
1315
Verus Capital Partners
Arizona
$940K +$839K +14,644 New
CL
1316
Choreo LLC
Illinois
$938K -$202K -3,524 -19%
TW
1317
Transform Wealth
Colorado
$938K +$21.9K +382 +3%
AP
1318
Appleton Partners
Massachusetts
$938K +$214K +3,745 +34%
KTC
1319
Kistler-Tiffany Companies
Pennsylvania
$935K +$158K +2,766 +23%
CRWM
1320
Castle Rock Wealth Management
California
$934K +$174K +3,032 +28%
BL
1321
BFSG LLC
California
$934K +$524K +9,151 +170%
PCA
1322
Peddock Capital Advisors
Massachusetts
$933K +$499K +8,713 +150%
SHWM
1323
Smith & Howard Wealth Management
Georgia
$933K +$832K +14,532 New
OFS
1324
OneAscent Financial Services
Alabama
$930K +$830K +14,493 New
PP
1325
Paloma Partners
Connecticut
$929K +$535K +9,346 +182%

BMY Hedge Fund Activity: Q4 2019 in Review

2,218 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Bristol-Myers Squibb (BMY) for Q4 2019, worth a combined $113B — up 63% from $69.6B a quarter earlier.

Buyers outnumbered sellers: 492 funds opened new BMY positions and 57 closed out — a net gain of 435 holders — while 1,219 added to existing stakes and 390 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.46B. The largest seller was Wellington Management Group, cutting an estimated $1.5B.

  • 2,218 institutional investors held Bristol-Myers Squibb (BMY) as of Q4 2019, up from 1,814 in Q3 2019.
  • Funds reported $113B of Bristol-Myers Squibb stock for Q4 2019, up 63% quarter-over-quarter.
  • 492 funds opened new Bristol-Myers Squibb positions in Q4 2019 and 57 closed out, a net change of +435 holders.
  • The largest Bristol-Myers Squibb buyer in Q4 2019 was Vanguard Group, an estimated $3.46B added.
  • The largest Bristol-Myers Squibb seller in Q4 2019 was Wellington Management Group, an estimated $1.5B sold.

Based on aggregated 13F filings for Q4 2019.